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Document automation supports growth for Cooperative Finance Association
The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
Guides
CLM
CLM RFP template
When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
Guides
Document Generation
Document automation software features: buyer's guide for IT
Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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eSignature
60 seconds with Conga Sign
Effortless, secure eSignature built for SalesforceSecure signatures for your business-critical agreements. Speed up approvals, reducing the time to “yes” from days to minutes. Sign documents quickly and securely, saving costs and reducing risk, while delighting your customers with ease and efficiency.
11/04/2021
1 min watch
Guides
CLM
Conga Contracts for Salesforce data sheet
Mit der Corona-Krise hat sich gezeigt, wie rückständig Deutschland in vielen Bereichen ist und was in der Vergangenheit versäumt wurde. Ein Beispiel ist die Übermittlung von Daten zu Corona-Infektionen der Gesundheitsämter. Diese werden größtenteils per Fax an das Robert-Koch-Institut übermittelt. Dort werden die Daten per Hand abgetippt.
09/16/2021
3 min read
Guides
Document Generation
Survey report: State of Revenue Lifecycle Management transformation
Mit der Corona-Krise hat sich gezeigt, wie rückständig Deutschland in vielen Bereichen ist und was in der Vergangenheit versäumt wurde. Ein Beispiel ist die Übermittlung von Daten zu Corona-Infektionen der Gesundheitsämter. Diese werden größtenteils per Fax an das Robert-Koch-Institut übermittelt. Dort werden die Daten per Hand abgetippt.
08/24/2021
17 min read
Videos
Document Generation
Automate document creation with Conga Composer
Generating digital documents shouldn’t be time consuming. When you automate document production with Conga Composer, you’ll save time, increase the accuracy of your sales documents, and ultimately drive more revenue.
08/17/2021
2 min watch
Videos
Document Generation
Welcome to Conga Composer
Welcome! If you’re looking for step-by-step guidance to help you get started with Conga Composer, you’ve come to the right place. In this 15-minute demo video, we’ll walk you through the key concepts and building blocks to get you up and running. Before you know it, you’ll be generating fully customized documents with the click of a button.
08/17/2021
15 min watch
Videos
CLM
Using Conga Contracts for Salesforce and Conga Composer
Ever wonder exactly how real-life Conga users leverage our solutions to streamline contract lifecycle management (CLM)? In this demo video, we’ll follow contract manager Maria step-by-step through the process of creating, negotiating, and executing contracts with her clients, using Conga Contracts for Salesforce and Conga Composer.
08/17/2021
4 min watch
Videos
eSignature
Conga Sign: In Person Signing
When you’re face-to-face with a client, any delay in the closing process can cost you the deal. Conga Sign’s In Person Signing feature lets you collect signatures on the spot, without having to email the contract and wait for a response. See how one company leverages In Person Signing for on-site service calls in this quick video.
08/17/2021
1 min watch
Videos
Document Generation
Getting started with the Document Automation Wizard
With our Document Automation Wizard, you can quickly and easily create a custom Conga Composer solution from a simple guided interface. Gather data, add templates, and assign behaviors to your solution for faster automation and distribution. Want to see the Document Automation Wizard in action? Check out this quick demo video.
08/17/2021
2 min watch
Videos
CLM
Conga Contracts Business Intelligence Toolbox overview
The Conga Contracts Business Intelligence (BI) Toolbox helps surface meaningful insights from the data within your Conga Contracts' system. BI Toolbox reports can be shared with other Conga Contracts users and can even be scheduled for distribution.
08/17/2021
8 min watch
Videos
Document Generation
Getting started with Conga Composer
When you need to create customized documents from your Salesforce data, Conga Composer is the answer! Generate documents in Word, PowerPoint, and Excel—as well as pdfs and html emails—with just the click of a button. Composer integrates seamlessly with the entire Conga Digital Transformation suite and leading vendors on the App Exchange.
08/17/2021
2 min watch
Videos
CLM
Accept changes in a click with Conga Contracts for Salesforce
Contract negotiations—both internal and external—inevitably lead to a lot of changes. Instead of accepting redlines one-by-one, you can accept all changes with a single click—and sync up your system of record—with the True-Up All feature in Conga Contracts for Salesforce.
08/17/2021
2 min watch
Videos
CLM
Automate negotiations with Conga Contracts for Salesforce
Contract negotiation doesn’t have to be painful. Automating the tedious tasks associated with contract negotiation lets you focus on the important work of building relationships, managing obligations, and mitigating risk.
08/17/2021
2 min watch